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The definitive source of private markets intelligence.



Canadian businesses want tax system to drive investment and resilient economic growth
KPMG survey: 91% of Canadian business leaders say it's time to simplify the tax system and cut investment tax rates to grow the economy.
Jun 261 min read


S&P Global: Private Credit Faces Tariff Headwinds as Trump Policies Create New Risks
According to S&P Global Ratings' latest scenario analysis, private credit portfolios face mounting pressure from the Trump administration's tariff policies, with at least 10% of middle-market companies directly vulnerable to trade disruptions. While the immediate impact may be contained due to the sector's domestic focus, second-order effects including sustained inflation, weakened consumer spending, and market volatility could create significant challenges for highly leverag
Jun 12 min read


CREFC's 1Q 2025 Sentiment Index Shows Steep Decline Amid Rising Tariff and Market Uncertainty
CREFC's Q1 2025 Sentiment Index fell 30.5% to 87.9, reflecting growing concerns over economic uncertainty triggered by recent trade policies.
Apr 231 min read


Private Equity Navigates Volatility Amid Economic Uncertainty
PitchBook's Q1 2025 US PE Breakdown reveals robust dealmaking despite growing economic concerns, with Q1 deal value reaching $259.7 billion, up 24.6% QoQ and 36.1% YoY. Deal count remained steady at 2,263, though exits are struggling to keep pace with the massive backlog of 3,800 PE-backed companies awaiting liquidity.
Apr 202 min read


Ares Global Credit Monitor: Global Tariff Shock Rattles Markets, Credit Remains Resilient
Trump's tariff bombshell threatens economic growth but creates opportunity for disciplined credit investors amid the volatility.
Apr 132 min read


Credit Markets Recalibrate After Tariff Shock
Credit investors face a new landscape where trade policy tweets can move markets 1,100 points in a day, forcing a fundamental rethinking of sector and geographic exposure.RetryClaude can make mistakes. Please double-check responses.
Apr 122 min read


Trump Tariffs Confirm KKR's "Regime Change" Global Thesis
Trump's "Liberation Day" tariffs confirm KKR's view that globalization is giving way to regional economic competition.RetryClaude can make mistakes. Please double-check responses.
Apr 122 min read


Apollo CEO: Tariffs Goal Right, Tactics Questionable
Apollo CEO sees logic in Trump's tariff goals but warns "damage to the U.S. brand" could be lasting if implementation isn't improved.
Apr 102 min read


Trump's New Tariffs Could Slash PE Portfolio Profits, PwC Analysis Shows
President Trump's America First Trade Policy and Fair and Reciprocal Plan could impose significant new tariffs beginning April 2, with China
Apr 52 min read
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